Rick D. Gonzalez, MBA, CFP®, CIMA®, AWMA®
Client Advisor
The most important aspect of being a wealth management advisor is — “Being a source of strength for my clients and their families. The ability to help guide their needs, priorities, and dreams and provide guidance on how to make those objectives become reality.”
Rick D. Gonzalez, MBA, CFP®, CIMA®, AWMA®
Client Advisor
The most important aspect of being a wealth management advisor is — “Being a source of strength for my clients and their families. The ability to help guide their needs, priorities, and dreams and provide guidance on how to make those objectives become reality.”
Role at Mission Wealth
Rick works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.
Spotlight on Rick
In the interview, Rick talks about his experience with Tae Kwon Do, and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.
To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!
Specializations
- Retirees
- Executives / Professionals
- Business Owners
- Inherited Wealth
- Change in Marital Status
Contact Information
Office Location: Los Angeles, CA; Westlake Village, CA
Email: rgonzalez@nullmissionwealth.com
Direct Line: (310) 966-0344
Role at Mission Wealth
Rick works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.
Spotlight on Rick
In the interview, Rick talks about his experience with Tae Kwon Do, and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.
To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!
Specializations
- Retirees
- Executives / Professionals
- Business Owners
- Inherited Wealth
- Change in Marital Status
Contact Information
Office Location: Los Angeles, CA; Westlake Village, CA
Email: rgonzalez@nullmissionwealth.com
Direct Line: (310) 966-0344
Career Highlights
With over 25 years of experience in the financial services industry, Mr. Gonzalez began his career at a boutique financial services firm in Denver, CO. In 1995 he joined Charles Schwab & Co., Inc in San Francisco, CA and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. In 2006, Mr. Gonzalez returned to Southern California to work as CFO and CCO for a boutique investment banking firm, and subsequently as Investment Manager at The Glowacki Group and Associate Advisor at SEIA.
Credentials
Master of Business Administration
An MBA is a prestigious postgraduate degree that is awarded to students who have mastered the study of business. Most MBA programs include a “core” curriculum of subjects, such as accounting, economics, marketing, and operations, as well as elective courses that allow participants to follow their own personal or professional interests.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
CERTIFIED INVESTMENT MANAGEMENT ANALYST®
This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. The Investment Management Consultants Association offers the CIMA® courses. Designees must complete at least 40 hours of continuing education every two years.
ACCREDITED WEALTH MANAGEMENT ADVISOR®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Career Highlights
With over 25 years of experience in the financial services industry, Mr. Gonzalez began his career at a boutique financial services firm in Denver, CO. In 1995 he joined Charles Schwab & Co., Inc in San Francisco, CA and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. In 2006, Mr. Gonzalez returned to Southern California to work as CFO and CCO for a boutique investment banking firm, and subsequently as Investment Manager at The Glowacki Group and Associate Advisor at SEIA.
Credentials
Master of Business Administration
An MBA is a prestigious postgraduate degree that is awarded to students who have mastered the study of business. Most MBA programs include a “core” curriculum of subjects, such as accounting, economics, marketing, and operations, as well as elective courses that allow participants to follow their own personal or professional interests.
Certified Financial Planner™
To achieve the certification, individuals must demonstrate their financial planning competence through extensive education and a rigorous board examination focusing on the areas of financial planning, taxes, insurance, estate planning and retirement. CFP® professionals must also complete continuing education programs each year to maintain their certification status.
CERTIFIED INVESTMENT MANAGEMENT ANALYST®
This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement. The Investment Management Consultants Association offers the CIMA® courses. Designees must complete at least 40 hours of continuing education every two years.
ACCREDITED WEALTH MANAGEMENT ADVISOR®
Those who have earned this designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Designees renew their designation every two years by completing 16 hours of continuing education.
Community Involvement
- Children’s Hospital of Los Angeles – volunteer
- USC Alumni organization – member
- UC Berkeley Alumni organization – member
- Investment Management Consultants Organization – member
Spotlight on Rick
In the interview, Rick talks about his experience with Tae Kwon Do and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.
To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!
Education
Bachelor of Arts in Economics from University of California, Berkeley
MBA from the University of Southern California
Rick Recommends
Community Involvement
- Children’s Hospital of Los Angeles – volunteer
- USC Alumni organization – member
- UC Berkeley Alumni organization – member
- Investment Management Consultants Organization – member
Spotlight on Rick
In the interview, Rick talks about his experience with Tae Kwon Do and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.
To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!
Education
Bachelor of Arts in Economics from University of California, Berkeley
MBA from the University of Southern California
Rick Recommends